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Whalatane

05/27/22 1:43 PM

#378707 RE: JRoon71 #378703

No one expects any meaningful script growth in the UK / EU this year .
But the market is forward looking .
Its main concern IMHO is that AMRN gets UK / EU secondary reimbursements at prices AMRN can make $ on ...with low co pays .....and they maintain a healthy cash on hand to fund that launch in 2023.

Once Denner has the UK / EU reimbursement decisions he will do a DCF analysis ( which U seem to disdain ) and IMHO make the argument that a Co like NVS will generate faster cash flow then AMRN ever will ..in at least the UK / EU .

He'll make that argument to both AMRN and NVS as he did with MDCO / NVS ...I owned MDCO .

Kiwi